Graham Chee – Financial Adviser

Adviser identifying number: 223948
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: GLOBAL MUTUAL FUNDS PTY LTD
Licence number: 222640
Licensee’s ABN: 20090555436
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/05/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GLOBAL MUTUAL FUNDS PTY LTD
Authorised Representative identifying number: 222640
Authorised Representative’s ABN: 20090555436

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Australian Credit Licence Responsible Managers Training – Financial Education
• Australian Financial Services Licence Responsible Managers Training – Financial Education
• Chartered Tax Advisor – The Tax Institute of Australia
• Financial Planning Specialisation (FPS) – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Tax Practioners Board
• The Tax Institute of Australia

Graham Chee is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility